Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to create a document folder. 3. Go to the Documents tab, and then click on "+Create Folder" present on the right-hand side. 4. Add a Folder Name and select a ...
Click the + Add Intake Form button at the top-right corner. Enter the Form Title (e.g., Client Intake, Contact Intake). Add the desired fields (like Name, Phone, Email, etc.). Click Save to create your new intake form and copy that link.
1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to create calendar entry. 3. Click on the Motions tab and click on +New Motion button. 4. Scroll down and select the option Create Task For Brief Due Date?, ...